Issue link: https://info.seic.com/i/1495702
PARTNERING WITH CNR PAGE 7 W H A T D I S T I N G U I S H E S C I T Y N A T I O N A L R O C H D A L E Our People · 30+ years average professional experience of asset alloca on commi ee members · 80+% of investment consultants and por olio managers are CFA charterholders · 90+% historical client reten on rate · Empowered with client-specific por olio construc on, solu ons, strategies, and implementa on · Fiduciary responsibility and accountability · Nimble, responsive, local Differen ated Investment Advice · Views and investment approach guided by forward-looking macroeconomic and capital markets research · Competencies across equity, fixed income, real assets, and alterna ves · Ownership of external manager due diligence and selec on Intelligently Personalized Por olios · Every por olio is designed to address the unique needs of the client · Proprietary por olio analysis that iden fies inefficiencies in the client's current por olio · Custom asset alloca on strategies that seek to maximize tax efficiency and mi gate risk · Investment Policy Statement tailored specifically to the client's objec ves and risk tolerance Asset Alloca on Discipline · Asset alloca on guided by in-house, extensive research capabili es coupled with the experience and judgement of our seasoned team of investment professionals · The por olio manager ac vely manages the alloca on according to the client's tailored Investment Policy Statement by leveraging research, technology, and professional experience Ac ve Risk Management · Three levels of ac ve risk management: strategic, tac cal, and dynamic · Por olio is ac vely managed by strategically rebalancing assets and adjus ng alloca ons based on changing risk tolerances, market environments, and investment opportuni es · Controls overall vola lity through systema c risk controls Direct Access to Por olio Manager · A direct and ongoing rela onship with a dedicated por olio manager and team who can adjust por olios based on changing client needs · Regular por olio reviews Business Development and Marke ng Support · Complete proposal development for partner advisors · Experienced and highly qualified presenters for seminars, conferences, and con nuing educa on · Access to advanced proposal and analy cal tools Advisor Resources · Educa onal conference calls and webinars for our partner advisors, CPAs, and clients discussing various economic and prac ce management topics · Access to insigh ul market and economic commentary: · Monthly recession monitor, market and economic outlook, and proprietary speedometers Our collabora ve business model allows you to leverage our resources so that you can maximize your me and rela onships. We help you gain more freedom to build your "dream" prac ce. Non-deposit Investment Products: are not FDIC insured are not Bank guaranteed may lose value Beverly Hills | New York | 800-245-9888 | cnr.com